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Envision Wealth provides several values-based investing options for you to choose from depending on the amount per account and your desired level of customization:
With a minimum amount of $25,000 per account, this entry-level option offers broad-market exposure through VADIS Personal Persona. While this level doesn’t allow for deep values-based customization, it’s a great place to start building wealth by choosing 1 core values factor. At Envision, our core strength is in higher customization—so when you're ready to align your investments more closely with your values, we’d be honored to guide that next step.
Learn More About Next StepsWith a $100,000 minimum*, this tier introduces meaningful values integration through our proprietary VADIS screening combined with the Envision Justice Series (EJS) portfolio. This option is designed for those who want to reflect 3 core values—racial equity, women’s empowerment, and environmental sustainability—without compromising financial performance. It's a powerful way to begin investing with purpose and clarity.
*Minimum amount per account
At this level, still starting at $250,000*, we bring in curated mutual funds to offer even more personalized values alignment within our EJS portfolio (racial equity, women’s empowerment, and environmental sustainability) paired with VADIS Customized portfolio to incorporate values such as Health Defender, Friends of Animals, and Peace Protector. Want to avoid supporting industries like private prisons or firearms? We can shape your portfolio accordingly—helping your investments reflect what matters most to you while still aiming for strong financial outcomes.
*Minimum amount per account
For clients investing $500,000* and above, this is our most personalized experience. We work closely with you to hand-select portfolio components that reflect your deeply held values and goals of all Core up to 155 values factors. Whether it’s advancing climate justice or avoiding specific industries, we strive to create a portfolio that’s as unique as you—while staying focused on your long-term financial success.
*Minimum amount per account
Because we believe that smart investing and strong values should go hand in hand.
Just like preparing a meaningful meal, aligning your investments with your values involves choosing the right ingredients and approach. At Envision Wealth Planning, we offer several levels of customization—each with its own recipe for purpose and performance. Whether you’re just beginning to explore the idea or you’ve been curating your financial “diet” for years, we’ll help you choose the strategy that best matches your goals and beliefs.
is like cooking a favorite family recipe—it’s built around your core beliefs, using ingredients you trust, and results in something deeply personal and nourishing.
is a cleaner, simpler meal—focused on transparency, quality sourcing, and long-term health.
is the smart buffet—you mix and match based on your specific needs, preferences, or restrictions, while still aiming for a well-rounded result.
Values-Based Investing is the heart of our Envision Justice Series™ (EJS™)—designed to reflect deeply held beliefs such as racial equity, women’s empowerment, and environmental sustainability. With a minimum account amount starting at $100,000, this strategy uses carefully screened mutual funds to create portfolios that match both your risk preferences and your values.
Think of it like a signature dish—prepared with ingredients that pass both taste and integrity tests. We offer six portfolio options ranging from 20% to 100% stock allocations. Returns are back-tested against well-known mutual fund families like Vanguard and Fidelity, and we review these results in one-on-one meetings. If you're seeking a high-impact, values-centered approach to investing, this is where your financial strategy becomes personal.
Through our partnership with Ethic, we offer sustainability-focused portfolios that build on the EJS™ framework and allow for even more transparency and customization. This strategy screens thousands of companies to create a portfolio that reflects your personal values across up to 16 sustainability pillars.
Sustainability investing is like preparing a whole-food, plant-forward meal with ingredients you’ve researched and trust. It’s designed for long-term well-being—yours and the planet’s. The goal isn’t to beat the market, but to mirror it with purpose. With a passive management style and active values-based screening, this approach gives you the clarity of impact without compromising your
financial goals.
VADIS is our ESG (Environmental, Social, Governance) solution, ideal for clients looking for flexibility and control. With a minimum amount per account starting at $25,000, this strategy accommodates personal impact preferences—screening for everything from climate change to animal welfare, and faith-based filters like alcohol or gambling exclusions.
If values-based investing is a signature dish and sustainability investing is a clean-eating plan, ESG investing with VADIS is your personalized tasting menu—adaptable to your tastes, needs, and sensitivities. Using impact
data from over 100 sources, VADIS creates a direct indexing strategy
that allows you to refine your portfolio over time while maintaining diversification and minimizing unnecessary trades. It’s especially valuable for retirement-stage investors seeking strategy diversification
and long-term consistency.
